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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

807 managers (816 13F filers) reported a position in SPMD shares at 2026-03-31, 236,977,885 shares in all. 74 filers opened a position and 54 filers sold out during the quarter.

Managers
807
13F filers
816
New
74
Added
377
Reduced
248
Sold out
54
Shares held by filers
236,977,885

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PCB Capital LLC4,678$277K0.44%+42913F-HRTimeline
Conservest Capital Advisors, Inc.4,667$276K0.03%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,660$276K<0.01%+34313F-HRTimelineGroup
Midwestern Financial, LLC /IA4,620$274K0.22%+1413F-HRTimeline
Spectrum Planning & Advisory Services I…4,584$271K0.13%+313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,552$270K0.04%+313F-HRTimeline
Fullerton Advisors, LLC4,552$270K0.28%-21213F-HRTimeline
Investmark Advisory Group LLC4,534$269K0.11%013F-HRTimeline
Altrius Capital Management Inc4,527$268K0.05%+22913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,514$267K<0.01%new13F-HRTimelineGroup
Goodman Financial Corp4,481$265K0.05%-1013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,349$258K0.05%-1,05613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,308$255K<0.01%new13F-HRTimeline
Dynamic Financial Group4,307$255K0.21%+113F-HRTimeline
Five Oceans Advisors4,278$253K0.09%-18113F-HRTimeline
My Personal CFO, LLC4,228$250K0.11%013F-HRTimeline
Denver PWM, LLC3,853$250K0.09%-10013F-HRTimeline
Foundations Investment Advisors, LLC4,209$249K<0.01%-77613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,193$248K0.08%+17813F-HRTimeline
WFA of San Diego, LLC4,163$247K0.2%013F-HRTimeline
Tranquility Partners, LLC4,149$246K0.09%-13913F-HRTimeline
Aegis Wealth Management, Inc.4,144$245K0.19%new13F-HRTimeline
Old Port Advisors4,049$240K0.06%+2313F-HRTimeline
Round Rock Advisors LLC4,025$238K0.04%-12013F-HRTimeline
Vestment Financial LLC3,679$237K0.11%013F-HRTimeline
True North Advisors, LLC3,992$236K0.03%013F-HRTimeline
MAYPORT, LLC3,983$236K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,920$232K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.3,868$231K0.04%-3,15313F-HRTimeline
MSH Capital Advisors LLC3,880$230K0.05%-4113F-HRTimeline
MATAURO, LLC3,851$228K0.03%-1,10613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,843$228K0.01%013F-HRTimeline
Estate Counselors, LLC3,825$227K0.02%-1,03513F-HRTimeline
Grey Fox Wealth Advisors, LLC3,811$226K0.04%+6313F-HRTimeline
Procyon Advisors, LLC3,799$225K0.01%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,793$225K0.09%-1113F-HRTimeline
NORDEN GROUP LLC3,781$224K0.02%-9413F-HRTimeline
Magnolia Private Wealth, LLC3,742$222K0.15%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,711$220K0.07%+3713F-HRTimeline
Kraft, Davis & Associates, LLC3,431$219K0.05%-22,72213F-HRTimeline
NorthRock Partners, LLC3,686$218K<0.01%-1,82813F-HRTimeline
WEALTHGARDEN F.S. LLC3,661$217K0.15%+2213F-HRTimeline
ForthRight Wealth Management, LLC3,635$215K0.06%+13613F-HRTimeline
LANARK FINANCIAL, INC.3,550$210K0.02%013F-HRTimeline
Guardian Wealth Advisors, LLC3,545$210K0.12%-12013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,538$210K0.02%013F-HRTimeline
Certified Advisory Corp3,522$209K0.02%-9213F-HRTimeline
Uptown Financial Advisors LLC3,513$208K0.17%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,499$207K0.02%+6313F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC3,483$206K0.1%-1613F-HRTimeline
Accurate Wealth Management, LLC3,295$203K0.02%new13F-HRTimeline
Montis Financial, LLC3,434$203K0.04%new13F-HRTimeline
Nilsine Partners, LLC3,180$203K0.02%new13F-HRTimeline
SIGNATUREFD, LLC3,423$203K<0.01%-15313F-HRTimeline
ETF Store, Inc.3,400$201K0.2%new13F-HRTimeline
Smartleaf Asset Management LLC3,411$196K0.01%+50213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,177$190K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,195$189K0.01%013F-HRTimeline
JDM Financial Group LLC3,159$187K0.07%+113F-HRTimeline
NFSG Corp3,151$187K0.03%-2313F-HRTimeline
Barnes Dennig Private Wealth Management…3,033$180K0.18%+2,20913F-HRTimeline
Strategic Investment Advisors / MI3,020$179K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,003$178K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,685$159K0.01%new13F-HRTimelineGroup
Triumph Capital Management2,606$154K0.03%+2713F-HRTimeline
Strategic Wealth Partners, Ltd.2,580$153K0.01%-3113F-HRTimeline
Rossmore Private Capital2,579$153K0.01%+1,00013F-HRTimeline
Front Row Advisors LLC2,491$148K0.05%013F-HRTimeline
Richard W. Paul & Associates, LLC2,438$144K0.05%-8013F-HRTimeline
POM Investment Strategies, LLC2,197$130K0.16%-43,88313F-HRTimeline
Team Financial Group, LLC2,088$124K0.06%+21613F-HRTimeline
Longview Financial Advisors LLC2,009$119K0.06%013F-HRTimeline
SYM FINANCIAL Corp2,000$118K0.01%new13F-HRTimeline
CX Institutional1,902$113K<0.01%-27213F-HRTimeline
GGM Financial LLC1,892$112K0.05%-19613F-HRTimeline
WHITTIER TRUST CO1,851$111K<0.01%013F-HRTimeline
Hilltop National Bank1,776$105K0.03%013F-HRTimeline
Parallel Advisors, LLC1,726$102K<0.01%-27113F-HR/ATimeline
Napier Financial, LLC1,721$102K0.02%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,620$95.9K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,613$95.5K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC1,578$93.5K0.02%-2,56913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,513$89.6K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,506$89.2K0.07%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,503$89K<0.01%-1,02113F-HRTimelineGroup
Root Financial Partners, LLC1,392$82.4K<0.01%+90713F-HRTimeline
Paladin Advisory Group, LLC1,390$82.3K0.06%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,352$80K<0.01%+70013F-HRTimelineGroup
Strive Financial Group ,LLC1,292$77K0.04%-2013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,257$74.4K0.01%+40613F-HRTimelineGroup
WealthShield Partners, LLC1,251$74.1K0.01%+413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,230$73.8K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC1,228$72.7K0.04%new13F-HRTimeline
SBI Securities Co., Ltd.1,217$72.1K<0.01%+2413F-HRTimeline
Graney & King, LLC1,182$70K0.04%+3413F-HRTimeline
PROTECTIVE LIFE CORP1,104$65.4K0.22%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,059$62.7K0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,057$62.6K0.03%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,000$59.2K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS969$57.4K<0.01%-287,10013F-HRTimelineGroup
DecisionPoint Financial, LLC963$57K0.01%+21113F-HRTimeline
Walsh & Associates, LLC956$56.6K0.06%+5013F-HRTimeline
JFS WEALTH ADVISORS, LLC905$53.6K<0.01%-17913F-HRTimeline
Millstone Evans Group, LLC900$53.3K0.03%013F-HRTimeline
Arax Advisory Partners873$51.7K<0.01%-2213F-HRTimeline
PARK NATIONAL CORP /OH/840$49.7K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC806$47.7K<0.01%013F-HRTimelineGroup
Caldwell Trust Co758$44.9K<0.01%013F-HRTimeline
Crewe Advisors LLC750$44.4K<0.01%+21613F-HRTimeline
Silver Grove Financial Group, Inc.743$44K0.04%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC732$43.4K<0.01%+113F-HRTimeline
CENTRAL TRUST Co731$43.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC711$42.1K0.01%new13F-HRTimeline
MATHER GROUP, LLC.708$41.9K<0.01%new13F-HRTimeline
GAMMA Investing LLC706$41.8K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC702$41.6K0.02%new13F-HRTimeline
IMA Advisory Services, Inc.700$41.5K<0.01%013F-HRTimeline
Collier Financial690$40.9K0.03%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.689$40.8K0.01%new13F-HRTimeline
Winch Advisory Services, LLC642$38K0.01%+213F-HRTimeline
Atomic Invest LLC634$36.5K0.02%+1713F-HRTimeline
Dunhill Financial, LLC601$35.6K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…593$35.2K<0.01%+22813F-HR/ATimelineGroup
Opal Wealth Advisors, LLC568$33.6K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC565$33.5K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.515$30.5K<0.01%+213F-HRTimeline
Realta Investment Advisors513$30.4K0.01%+34013F-HRTimeline
LRI Investments, LLC509$30.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.496$29.4K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$29.2K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…698$28.8K0.02%+34213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…483$28.6K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.481$28.5K<0.01%-3213F-HRTimeline
Stone House Investment Management, LLC478$28.3K0.01%-5713F-HRTimeline
Go Invest LLC464$27.5K0.01%+113F-HRTimeline
Destiny Wealth Partners, LLC461$27.3K<0.01%new13F-HRTimeline
Essential Partners LLC428$25.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$25.2K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.375$22.2K0.01%-19013F-HRTimeline
Covestor Ltd358$21K0.01%+20313F-HRTimeline
Trust Co331$19.6K<0.01%+14013F-HRTimeline
ROGCO, LP318$18.8K0.01%new13F-HRTimeline
HFM Investment Advisors, LLC296$17.5K0.01%+11713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.294$17K<0.01%-7913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Main Street Group, LTD268$15.9K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC261$15.5K<0.01%+813F-HRTimeline
Meramec Financial Planners, LLC240$15.4K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…257$15.2K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners262$15K<0.01%+9313F-HRTimeline
Key Capital Management, INC247$14.6K0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.226$13.4K0.01%-5913F-HRTimeline
Lodestone Wealth Management LLC204$12.1K<0.01%013F-HR/ATimeline
OAKWORTH CAPITAL, INC.199$11.8K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC189$11.2K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…190$11K<0.01%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC174$10.3K<0.01%+4113F-HRTimelineGroup
Vermillion Wealth Management, Inc.164$9.71K<0.01%+113F-HRTimeline
Abound Wealth Management151$8.97K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC146$8.68K0.01%-1013F-HRTimeline
Quest 10 Wealth Builders, Inc.139$8.23K0.01%+2213F-HRTimeline
BFSG, LLC125$7.4K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…121$7.17K<0.01%+11013F-HRTimelineGroup
Hanson & Doremus Investment Management119$7K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC118$6.99K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC117$6.92K<0.01%+113F-HRTimeline
MASECO LLP107$6.34K<0.01%-413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.105$6.22K<0.01%+2713F-HRTimeline
REAP Financial Group, LLC103$6.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC101$5.98K<0.01%+5613F-HRTimeline
CVA Family Office, LLC100$5.92K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…90$5.56K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC91$5.38K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…90$5.33K<0.01%013F-HRTimeline
Breakwater Investment Management90$5.33K<0.01%013F-HRTimeline
Asset Dedication, LLC88$5.21K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$5.21K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC84$4.96K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.82$4.86K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.78$4.64K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.78$4.64K<0.01%-22013F-HRTimeline
IMG Wealth Management, Inc.73$4.32K<0.01%013F-HRTimeline
Pacifica Partners Inc.71$4.2K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC70$4.14K<0.01%013F-HRTimeline
Sound Income Strategies, LLC68$4.04K<0.01%+2513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54$3.2K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…52$3.08K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.45$2.67K<0.01%013F-HRTimeline
Community Bank, N.A.45$2.66K<0.01%013F-HRTimeline
Archer Investment Corp30$1.78K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27$1.6K<0.01%013F-HRTimelineGroup
Copia Wealth Management27$1.6K<0.01%new13F-HRTimeline
PlanVest Financial, Inc27$1.6K<0.01%13F-HRTimeline
SHP Wealth Management22$1.3K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC20$1.18K<0.01%013F-HRTimeline
Truvestments Capital LLC19$1.12K<0.01%new13F-HRTimeline
Networth Advisors, LLC14$829<0.01%new13F-HRTimeline
EPG Wealth Management LLC10$592<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.10$592<0.01%013F-HRTimeline
Cheviot Value Management, LLC9$533<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9$533<0.01%new13F-HRTimeline